Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course...
Transcript of Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course...
![Page 1: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/1.jpg)
SENIOR AFFAIRS POINT OF SALE
SYSTEM
MEMBERSHIPS TRAINING COURSE
Section 3
Issuing a New Membership Card
Revised December 13, 2016
![Page 2: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/2.jpg)
DSA Memberships Course
Section 3- Issuing a New DSA Membership Card
• Overview:
• A DSA Annual Membership is $13.00
• A SAMS Registration application must be completed for every New and
Renewal membership (Annually)
• The SAMS System tracks transactions for Seniors 60+ for AAA Reporting
Requirements
• Memberships and benefits are issued based on age eligibility
2
![Page 3: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/3.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• There are Three Scenarios where you will issue a NEW DSA Membership Card:
• New COA Member & New DSA Member:
• Has never created a membership at Parks and Recreation or Department of Senior Affairs before.
• Citizen does not have a City of Albuquerque Membership Account
• Citizen is not in the Siriusware system. (Use Guest Lookup to Verify)
• Has a COA Point of Sales system Membership Account that they started with Parks and Recreation, but is not a
DSA member:
• The member has a City of Albuquerque Membership Account
• The member has or has had in the past, a Membership CARD/PASS from another department.
• Member has a COA Membership Account in the Point of Sales system & has a DSA Membership that they want to
renew, but have changed into a new age eligibility Class.
• If a person has moved into a different eligible age class (e.g. turned 60), you will NOT process this as a renewal.
• You will create a NEW membership pass with the member’s COA Membership Account information and print a new
membership card in the appropriate eligibility class (Blue or Yellow Card). This ensures the correct membership card
is printed and the appropriate benefits are provided to that specific member. (Note: A manager will need to merge the
information. This is covered in a separate job aid).
3
![Page 4: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/4.jpg)
Issuing a New DSA Membership Card
• Scenario Overview: In this scenario, a citizen named Amy has
come to your DSA Center and wants a DSA Membership.
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
4
![Page 5: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/5.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• STEP ONE – Guest Lookup
• First, ALWAYS check if the person is in the Siriusware system by
clicking the Guest Lookup button and using the information from their
SAMS registration form.
• If they are NOT in the system, you will create a new membership.
• If they ARE in the system you will need to see what membership
CARDS/PASSES they have and determine if the transaction will be a
renewal or a new membership.
5
![Page 6: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/6.jpg)
6
To begin a search for a
guest in the system,
click the “Guest
Lookup” button.
![Page 7: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/7.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• If, after looking in the guest lookup, you find that Amy is NOT
in the System, you will create a membership account and issue a
Senior Affairs Membership Card.
• Follow the next screens/steps to learn how to:
• Create a new City of Albuquerque Member Account
• Issue a DSA Membership Card
7
![Page 8: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/8.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
8
To begin a new
Membership, click the
“Membership” button.
![Page 9: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/9.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
9
Click the appropriate
age eligibility class
based on the
applicant’s age and/or
special qualifications
![Page 10: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/10.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card • Enter guest information into the appropriate fields and take the Member’s Photo:
• First and Last Name
• Date of Birth
• Address
• Zip Code
• Phone Number
10
![Page 11: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/11.jpg)
11
B
A
![Page 12: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/12.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
12
Click “Freeze” to take a new
picture.
![Page 13: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/13.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
13
Click on the image area
to resize/crop and then
click the “crop and
Save” button to save
the member’s picture
Tip: Reposition/resize the crop
if necessary and click save.
![Page 14: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/14.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• To finish, click Save>Finalize (All information entered will be saved)
• Guest Number: A guest number is automatically assigned by the Point of Sale System when you enter
and save the information in the system.
14
A
B
A
B
![Page 15: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/15.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• Process Payment & Print Membership Card
• If paying with a card, slide the card through the card reader on the
Siriusware screen and once the payment is processed, the membership
card will print.
• If paying with cash click the “Finalize” Button. Once the payment is
processed, the membership card will print
15
![Page 16: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/16.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• Congratulations! You have gone through the steps required to
create a New City of Albuquerque Member Account and issue a
Department of Senior Affairs Membership Card.
16
![Page 17: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/17.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• You will now learn how to issue a DSA membership card to a
person who already has an account in the Point of Sales system.
• In this scenario, a citizen has already obtained a City of
Albuquerque Member Account and Golf Membership at a Golf
site and arrives at your Center to obtain a Senior Affairs
Membership.
17
![Page 18: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/18.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
Senior Center:
1. Look up the citizen by clicking on the Guest lookup button
to see if they are already in the system.
18
Run the guest’s membership card through the Siriusware
system to be pulled up under the “Guest Info” tab to pull up the
member’s information or click on the “Guest Lookup” button to
find the member in the system.
![Page 19: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/19.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
1. Check the passes that the citizen holds
19
![Page 20: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/20.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
1. If the citizen does not have a membership issued through DSA, have them
complete the Membership/SAMS form.
2. When they are done filling out the SAMS form, to begin their
Membership, you will do a guest lookup search in the system to see if
they are in the system.
3. Because the citizen opened a membership at a golf center, he does have an
account and his basic information is in the Point of Sale System.
4. You still need to make sure that the citizen’s information is correct by
asking for his first and last name, his Date of Birth and his address or refer
to the SAMS registration form provided.
5. Make sure that the citizen’s picture is them.
20
![Page 21: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/21.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• Once the citizen fills out their form and pays the $13.00 fee,
you will issue a Membership Card to them.
• You will also need to enter the citizen’s information into the
SAMS system.
21
![Page 22: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/22.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• Test Printed Card: Test the Printed card in both the Siriusware
and SAMS system card swipe readers to ensure the card works
and pulls up the member’s information.
• Reprint Card: If the card did not print correctly, do a reprint
and test.
• Expiration Date Label: Adhere the new Expiration Date Label
to the back of the member’s card and write the new expiration
date on the label.
• Note: Ensure that the label does not cover or is not near the magnetic
stripe as this could potentially cause issues with the scanner.
22
![Page 23: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/23.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• Citizen now has two Membership cards, one for Golf and one
for Senior affairs, but only has one City of Albuquerque
Member Account in the Point of Sales system.
23
![Page 24: Senior Affairs Siriusware Memberships Training Course · 12/13/2016 · DSA Memberships Course -Section 3 Issuing a New DSA Membership Card •You will now learn how to issue a DSA](https://reader033.fdocuments.net/reader033/viewer/2022050518/5fa246fe31e88d15a841132d/html5/thumbnails/24.jpg)
DSA Memberships Course -Section 3
Issuing a New DSA Membership Card
• Congratulations! You have completed Section 3- Issuing a New
DSA Membership Card for the DSA Point of Sale Memberships
Course
24